Van Strum & Towne Inc. - Q42025 Holdings

Van Strum & Towne Inc. holds 114 stocks with a total portfolio value of $ 357.5M as of Q42025. In Q42025, Van Strum & Towne Inc. added 6 new positions, increased stakes in 22 stocks, reduced 32 holdings, and fully exited 2 positions. The largest holding is Microsoft Corp (MSFT), representing 7.11% of the total portfolio.